ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K 0.01%
1,100
-300
477
$11K 0.01%
228
478
$11K 0.01%
44
+3
479
$11K 0.01%
150
480
$11K 0.01%
96
+7
481
$11K 0.01%
200
482
$11K 0.01%
135
483
$11K 0.01%
+826
484
$11K 0.01%
80
485
$11K 0.01%
233
486
$11K 0.01%
76
+4
487
$11K 0.01%
224
+48
488
$10K 0.01%
87
+24
489
$10K 0.01%
590
-500
490
$10K 0.01%
52
+3
491
$10K 0.01%
300
492
$10K 0.01%
97
493
$10K 0.01%
150
494
$10K 0.01%
100
495
$10K 0.01%
+3,000
496
$10K 0.01%
347
+16
497
$10K 0.01%
207
+1
498
$10K 0.01%
100
499
$10K 0.01%
165
+10
500
$10K 0.01%
+1,500
18 19
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